Meet the team

financial advisors

Welcome to our financial planning professionals page, showcasing the professionals who form the backbone of  Firstrust Financial Resources. Explore their headshots and contact details to connect with the experienced minds driving our commitment to financial excellence and client satisfaction.


Susan Boehm, CDFA®
VP, Financial Professional
P: 215-640-3871
E: sboehm@ffremail.com
CA License #0G32968
Wesley Burke
VP, Financial Professional

P: 215-640-3858
E: wburke@ffremail.com
CA License #0L09462

Shane Cameron
Financial Professional

P: 215-640-3841
E: shane.cameron@ffremail.com

Ezra Crosby
Financial Professional

P: 212-749-5188
E: ecrosby@ffremail.com

Ryan Crosby
Financial Professional

P: 267-428-4662
E: rcrosby@ffremail.com

Thomas Cuffari
Financial Professional

P: 215-554-4680
E: tcuffari@ffremail.com

Carson Curry
Financial Professional

P: 215-421-7383
E: ccurry@ffremail.com

Jeffrey D'Italia, MBA®
VP, Financial Professional

P: 215-640-3830
E: jditalia@ffremail.com

Peter Dluoik Jr.
Financial Professional

P: 856-938-9838
E: pdluoik@ffremail.com

Patrick Falkenstein
Financial Professional

P: 856-938-9838
E: patrick.falkenstein@equitable.com

Ryan Fuehrer
Financial Professional

P: 215-640-3840
E: rfuehrer@ffremail.com

Robert Gaines
Financial Professional

P: 215-640-3854
E: robert.gaines@ffremail.com
CA License #0L47965

Tristan Hulme
Financial Professional

P: 610-660-4334
E: tristian.hulme@ffremail.com

Christopher Kwon, CFP®
VP, Financial Professional

P: 215-640-3847
E: ckwon@ffremail.com
CA License #0L07260

Jacob Long, CFP®, FSCP®
VP, Financial Professional

P: 215-640-3835
E: jlong@ffremail.com
CA License #0L71731

Steven Loos
Financial Professional

P: 215-569-3110
E: sloos@ffremail.com

Demetrios Lowry
Financial Professional

P: 610-755-8054
E: dlowry@ffremail.com

Julia Marino
Financial Professional

P: 610-660-4335
E: jmarino@ffremail.com

Eric Markowitz
Senior Financial Professional

P: 215-640-3834
E: emarkowitz@ffremail.com

Pam Marler
Financial Professional

P: 215-660-4665
E: pmarler@ffremail.com

Eleftherios Martin
Financial Professional

P: 609-234-8582
E: emartin@ffremail.com

David Mebs
Senior Financial Professional

P: 215-640-3867
E: dmebs@ffremail.com

Brad Minor
Senior Financial Professional

P: 609-780-5509
E: bminor@ffremail.com
CA License #4295818

Gregory Mugnier
Financial Professional

P: 267-307-0398
E: gmugnier@ffremail.com

Michael O'Brien
Financial Professional

P: 610-660-4067
E: mobrien@ffremail.com

Zach Padersky
Financial Professional

P: 215-640-3876
E: zpadersky@ffremail.com

Jerel Ruttenberg, MBA®
Special Needs Planner

P: 215-640-3837
E: jruttenberg@ffremail.com

David Schultz
Financial Professional

P: 610-660-4194
E: dschultz@ffremail.com

Jonathan Sepe
Financial Professional

P: 610-660-4322
E: jsepe@ffremail.com

John Skovira
Financial Professional

P: 215-660-4126
E: jskovira@ffremail.com

Jeffrey Slavich, ChSNC®
Senior Financial Professional

P: 215-640-3850
E: jslavich@ffremail.com
CA License #4346659

Brian Smith
VP, Financial Professional

P: 215-640-3832
E: bsmith@ffremail.com

William St. Clair
Financial Professional

P: 215-569-3110
E: wstclair@ffremail.com

Cristian Surdykowski
Financial Professional

P: 215-776-5844
E: csurdykowski@ffremail.com

Joei Sutton
Financial Professional

P: 610-660-4316
E: jsutton@ffremail.com

Omari Thomas
Senior Financial Professional

P: 215-640-3874
E: othomas@ffremail.com
CA License #4204680

Randy Watkins, RICP®
VP, Financial Professional

P: 856-761-6519
E: rwatkins@ffremail.com

Brian Wells
VP, Financial Professional

P: 215-640-3839
E: bwells@ffremail.com

Advisors Not Pictured

Matthew Fiori
Financial Professional

P: 267-592-3580
E: mfiori@ffremail.com

Andrea Goldstein
Financial Professional

P: 610-660-4327
E: andrea.goldstein@ffremail.com

William Gramigna
Financial Professional

P: 610-660-4348
E: william.gramigna@equitable.com

Michael Heck
Financial Professional

P: 610-660-4326
E: michael.heck1@equitable.com

Dylan Lamborn, RICP®
Senior Financial Professional

P: 215-640-3836
E: dlamborn@ffremail.com

Jaden Luebbert
Financial Professional

P: 610-660-4128
E: jaden.luebbert@equitable.com

Travis O'Connor
Financial Professional

P: 215-421-9465
E: toconnor@ffremail.com

Guerillo Stain-Vrestil
Financial Professional

P: 610-660-4347
E: guerlio.stvrestil@Equitable.com

Brian Wells, RICP®
VP, Financial Professional

P: 215-640-3839
E: bwells@ffremail.com

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